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Jul 8, 2013
07/13
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CNBC
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they're questioning when europe will get out of a recession environment. given financials are strong and better footing, some of the technology stuff, look at that. >> certainly make it a broader advance to the markets, the ge and cat perform better than expectations. >> i'm not on the cat story. we've performed without them so we don't necessarily have to have cat pillar participating on the upward move. ge is one of these industrials because of the way they're spread away the environment including the financials. if you go to the direct financials city is probably the most important. the reason i say that is they are the biggest global bank. they only have 42% exposure. the rest is ready out through europe and the asian parkts. star bucks, the reason i say that is it gives us a great read on the economy. 74% from north america. when we hear their numbers and we know something about how they're doing in china are people willing to pay up for that coffee in china. we know they have been paying for it here in north america. that tells us something we know f
they're questioning when europe will get out of a recession environment. given financials are strong and better footing, some of the technology stuff, look at that. >> certainly make it a broader advance to the markets, the ge and cat perform better than expectations. >> i'm not on the cat story. we've performed without them so we don't necessarily have to have cat pillar participating on the upward move. ge is one of these industrials because of the way they're spread away the...
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May 13, 2013
05/13
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FBC
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and it's also a great shopping environment. liz: the two names you were avoiding with guess and bebe. what do you think is really the reason you believe these stocks are not going to be poised to soar? is. >> i think an issue here is just their general space. so they compete against fast fashion, so obviously they can't compete on price. they also compete against retailers like express that just really go into core basics, fashion basics, and they, again, operate at a compelling price. and when you look at them, it's just really difficult for them to compete. they're not going to offer couponing. they believe it's damaging to the brand. so i think at the end of the day the consumer's just choosing to spend their money elsewhere. liz: okay. we're going to put your stock picks up on our facebook page. francesca's and michael kors. great to see you, gabriela. >> thank you so much. david: well, one of the things affecting the market today was this article about the federal reserve reportedly mapping out plans to stop the printing p
and it's also a great shopping environment. liz: the two names you were avoiding with guess and bebe. what do you think is really the reason you believe these stocks are not going to be poised to soar? is. >> i think an issue here is just their general space. so they compete against fast fashion, so obviously they can't compete on price. they also compete against retailers like express that just really go into core basics, fashion basics, and they, again, operate at a compelling price....
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Jan 17, 2013
01/13
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FBC
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against the backdrop of a weak macroeconomic environment but we're optimistic as we go through 2013. liz: the whole point of windows 8 to make it touch-screen enabled. we hear from microsoft windows 8 is trending in the same trajectory as windows 7. was that enough for you? i'm sure you guys would have loved to see faster do00 of windows 8? >> it was late in the fourth quarter. not later than they said but late in terms of the buying season. we're quite pleased with what is happening in the market. you know, the operating system, if you played with it enables a great touch experience. it is a modern ui. you put that in conjunction with a great piece of hardware, you know, convertable and something very thin and light with all day battery life. i think it is really compelling device. liz: let me get to smartphones, as you push into the realm not as quickly as some names like qualcomm, the past four months we have had a patent war with samsung and apple. now they are mortal enemies the only other entity could scale up a huge roll upfor the next apple iphone would be intel. do you expec
against the backdrop of a weak macroeconomic environment but we're optimistic as we go through 2013. liz: the whole point of windows 8 to make it touch-screen enabled. we hear from microsoft windows 8 is trending in the same trajectory as windows 7. was that enough for you? i'm sure you guys would have loved to see faster do00 of windows 8? >> it was late in the fourth quarter. not later than they said but late in terms of the buying season. we're quite pleased with what is happening in...
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Aug 13, 2013
08/13
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in an environment where yields are higher, the ten-year broke out today, that's the pressure on them, mlp, something that i think after a big pullback starts to look interesting at 7.5%. there's more pressure on the balance sheets which are levered. >> is microsoft going up or down after the downgrade? >> i'm bitter, having sold it too early. it ran to 35 and came back in. the pc problem is persistent and problematic. and microsoft seems to be an also-ran. the knnokia, the zoom, i don't think they're going to get a good multiple for a while. don't own it. >> thank you on rio short and long-term? buy -- not a short. >> not the city. i'll piece it out. here's the thing, you know, this rally in the minors started with the gold miners and moved to the industrial commodities. this stock's up 25% off the lows in july. you want to be careful. it's hitting short-term resistance. don't chase them. we have seen a lot of call buying and valet, but these are names that are early cycle to a move when we start to see the global reinflation trade come back. >> i think ambassador is going to make fun
in an environment where yields are higher, the ten-year broke out today, that's the pressure on them, mlp, something that i think after a big pullback starts to look interesting at 7.5%. there's more pressure on the balance sheets which are levered. >> is microsoft going up or down after the downgrade? >> i'm bitter, having sold it too early. it ran to 35 and came back in. the pc problem is persistent and problematic. and microsoft seems to be an also-ran. the knnokia, the zoom, i...
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Jan 14, 2013
01/13
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CNBC
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let me does you, tim hollands, how are you putting work to be in this environment? what kind of year do you expect it to be? >> we don't have price on the dow, but we continue to look at more domestic-facing companies and industries, so consumer finance are big parts of both portfolios. we think housing continues to improve, consumer continues to delever, monetary policy remains supportive, so stock-pickers, we own redwood trust, which is a mortgage reit investment jumbo. we own carmax. they invented the used car superstore, lots of growth left there. and then a final stock would be ko colfax, which we do a great job as the vascular system for the global economy. they build large fluid systems for petrochemical companies, energy companies, as the economy comes in, as industrial production comes back, they're well positioned. so, we're pretty constructive on the asset class, particularly because a lot of people don't seem to be all that constructive on the asset class. >> steve sax, what about you? where are you seeing the flow? what are investors particularly grav s
let me does you, tim hollands, how are you putting work to be in this environment? what kind of year do you expect it to be? >> we don't have price on the dow, but we continue to look at more domestic-facing companies and industries, so consumer finance are big parts of both portfolios. we think housing continues to improve, consumer continues to delever, monetary policy remains supportive, so stock-pickers, we own redwood trust, which is a mortgage reit investment jumbo. we own carmax....
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Feb 19, 2013
02/13
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FBC
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there are certain commodities that can take advantage of performance, even when the overall environment cannot be inflationary. david: your clients, what% of portfolio are they putting in? >> were looking at least 10% allocation, majority from 10 to 30% allocation. david: do they do these funds instead of gold? speed limit basket of commodities including gold and gold has a low correlation to a lot of other commodities so it is not an either or scenario. they can create interest rates and currencies as well as commodities. david: good to see you. thank you very much. appreciate you coming in. liz: have you heard of this? maybe not, but you are one of the 600 million people using their products. up next, the ceo to tell us how he finds success competing with the big players like cisco in what he does. and new partnerships with samsung. keep it here on fox business. it's a new day. if your a man with low testosterone, you shouldnow that axiron is here. the only underarm treatment for low t. that's right, the one you apply to the underarm. axiron is not for use in women or anyone younger t
there are certain commodities that can take advantage of performance, even when the overall environment cannot be inflationary. david: your clients, what% of portfolio are they putting in? >> were looking at least 10% allocation, majority from 10 to 30% allocation. david: do they do these funds instead of gold? speed limit basket of commodities including gold and gold has a low correlation to a lot of other commodities so it is not an either or scenario. they can create interest rates and...
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credit to american business finding ways to cut costs in a tough environment, but will this be growth or will it be cost-cutting? looking at the friday employment report, tremendous, terrible. yet where we were before the news came out, which suggests that people are kind of factoring in a lousy economy but if i want to get returns, have to go to stocks in the fed will keep printing money anyway. melissa: absolutely. i promise you an all-star panel. as it isn't enough for everyone, he is. oh look, there is somebody else. also an author of the book "trade like a stock market wizard." thank you for joining us. what do you think of this coming season? what is in store for us and will it be the thing to trip up the market that you have been on a tear? >> you have to have more than just cost-cutting. if companies cannot grow sustainable earnings based on productivity enhancements, you need revenue. even the earnings are quite paltry. coming off of the depressed levels we came from, they should be reporting huge results because they have such easy comparisons so i'm a little concerned these
credit to american business finding ways to cut costs in a tough environment, but will this be growth or will it be cost-cutting? looking at the friday employment report, tremendous, terrible. yet where we were before the news came out, which suggests that people are kind of factoring in a lousy economy but if i want to get returns, have to go to stocks in the fed will keep printing money anyway. melissa: absolutely. i promise you an all-star panel. as it isn't enough for everyone, he is. oh...
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Jan 25, 2013
01/13
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FBC
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it turns out it's about continuing to be dynamic and being resilient and a changing environment. it kind of makes you want to vomit. >> maybe it the fact that the dynasty, if you will, i like your take on that. it's more and more crazy and just out of whack. step. melissa: thank you for coming down and helping me get to the bottom of this. >> i think we made some progress. melissa: it does like fun. you have to give them that. thousands and thousands of bottles of wine a good truck, so that something. thank you for coming on. have a great weekend. next on "money," have you ever driven by a gorgeous thousand in the living there? one man in florida may that fantasy is reality by squatting in side of waterfront mansion. i mean mansion. a bizarre law may actually let him keep it. enceinte. a potential game ginger coming in the form of a $14 billion plant in louisiana. one of the men behind it to will explain. piles of "money" coming up. ♪ at a dry cleaner, we replaced people with a machine. what? customers didn't like it. so why do banks do it? hello? hello?! if your bank doesn't l
it turns out it's about continuing to be dynamic and being resilient and a changing environment. it kind of makes you want to vomit. >> maybe it the fact that the dynasty, if you will, i like your take on that. it's more and more crazy and just out of whack. step. melissa: thank you for coming down and helping me get to the bottom of this. >> i think we made some progress. melissa: it does like fun. you have to give them that. thousands and thousands of bottles of wine a good truck,...
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he seems to operate pretty well this that environment. in general he is much more flexibility in running his business. sew tends to be below the radar screen, tends to do fairly well. cheryl: you got picks. i want to get to them. we want to hear some names. you like nautilus, spartan corporation and delta apparel. >> apparel, yes. cheryl: tell me about these three. >> they all generally have the same characteristics. one they have solid franchises and solid businesses. company like nautilus we all remember has been around a long time, particularly older people like myself. david: and me. >> not that look i use it a great deal but nautilus is certainly a good company. they have all low pes and great cash flows. two of the three have very, very solid balance sheets. david: peter sidoti thanks for coming in. >> thank you very much. thank you for your time. david: a political tsunami in australia has conservatives celebrating all over the world. we'll tell you what tony bab dot, the -- abbott, the new prime minister, means for you the global
he seems to operate pretty well this that environment. in general he is much more flexibility in running his business. sew tends to be below the radar screen, tends to do fairly well. cheryl: you got picks. i want to get to them. we want to hear some names. you like nautilus, spartan corporation and delta apparel. >> apparel, yes. cheryl: tell me about these three. >> they all generally have the same characteristics. one they have solid franchises and solid businesses. company like...
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Jul 11, 2013
07/13
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FBC
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if you're in low credit environment, leverage doesn't work. reinvesting money by buying stocks or expanding your business. companies like 3m, microsoft or microsoft or johnson & johnson. these are fairly different industry, all of which are still reasonable, valued stocks. all of which have reasonable dividend that they pay to, 2, 2.5, almost 3% in one. cases all of which are growing the dividend. they're reinvesting their proceeds. they're buying their own stock with buybacks and their profit margins are 15 to 20. in the case of microsoft's situation, over 20%. heavy return on assets across the board. that's how you make money in a slower growth environment is by having a lot of profit generation and reinvesting that in the company. liz: let's talk about the loan atmosphere right now. we know that the government has wanted banks to loan more and if you're looking for, some type of a reactionary trade to that, what jason, do you look at? >> one of the things you can look at, banks have this kind of falls outside of our bucket but banks, partic
if you're in low credit environment, leverage doesn't work. reinvesting money by buying stocks or expanding your business. companies like 3m, microsoft or microsoft or johnson & johnson. these are fairly different industry, all of which are still reasonable, valued stocks. all of which have reasonable dividend that they pay to, 2, 2.5, almost 3% in one. cases all of which are growing the dividend. they're reinvesting their proceeds. they're buying their own stock with buybacks and their...
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Aug 21, 2013
08/13
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FBC
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>> the moon shot server is specifically designed to target the hyper scale environment with robert marr begins. they're looking for that to grow that business again. etf been doing decent-sized share on server business. the quarter wasn't as bad as we thought on the industry service. liz: what do you like more about this report? you've had a minute to pick through it? what do you think? >> the bulls will look for 2 billion in cash flow. we were looking at 1.2 billion. this is what value investors were focusing on. last quarter they did a great job on margins and cost controls. they pointed the raise in cash flow. outlook for next quarter is not strong enough. >> did you hear what dennis said, jeff, the fact they haven't purchased stock as much as other companies that have large as of cash or borrow at low interest rates. does that bother you? >> we have no buybacks modeled. they're fixing balance sheet. they had two acquisitions autonomy and eds. they want to get the balance sheet in better shape and want to focus on that than buying back stock. liz: dennis, overall last word? >> they u
>> the moon shot server is specifically designed to target the hyper scale environment with robert marr begins. they're looking for that to grow that business again. etf been doing decent-sized share on server business. the quarter wasn't as bad as we thought on the industry service. liz: what do you like more about this report? you've had a minute to pick through it? what do you think? >> the bulls will look for 2 billion in cash flow. we were looking at 1.2 billion. this is what...
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Aug 21, 2013
08/13
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FBC
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it is large, it makes sense in the facebook environment. looks like a facebook post and within the newsfeed. consumers took to it very well. the second thing they did base an industry trend is they made it very easy for advertisers to buy mobile advertisement. dennis: once you enable me to buy easily, i start buying more. >> exactly. i have a lot of advertisers that bought on the traditional digital pc. they made it easy for them to start allocating a lot of the budget toward mobile buying more as well. dennis: talk to us about the amount of time we spend on mobile versus the slice of the ad budget that is mobile. >> there is a well-known gap between the time spent, the consumers engaged with mobile and the ad budget. 12% of time spent in 2012 versus 3% of total advertising expenditure digitally in 2012 from a marketing standpoint. everybody's asking how is the gap going to close. the first is people need to recognize mobile is still fairly new. smart phones are about six years old, tablet is about three years old so in many cases we want t
it is large, it makes sense in the facebook environment. looks like a facebook post and within the newsfeed. consumers took to it very well. the second thing they did base an industry trend is they made it very easy for advertisers to buy mobile advertisement. dennis: once you enable me to buy easily, i start buying more. >> exactly. i have a lot of advertisers that bought on the traditional digital pc. they made it easy for them to start allocating a lot of the budget toward mobile...
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118
Jul 17, 2013
07/13
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CNBC
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>> you know, it comes down to, for us, the macroeconomic environment. we're such a large player across so many markets. you think about the data center business, the traditional pc market, where we're going with a lot of these ultramobile devices -- tablets and phones and 2-in-1s -- to a large extent intel is going to be impacted by what's happening in the macroeconomic environment. i'm pleased this year things seem to be pretty stable. the u.s. is maybe a little stronger. china is maybe a little weaker. on a worldwide basis, we look to be in line with what we thought at the beginning of the year. that is the first thing i look for. >> i was going to ask you the geographic question. and your feelings from the cyclical standpoint of where we are in our economy. we had anecdotal evidence in many sectors that maybe the economy in the u.s. slowed down in the second quarter. did he see that? and what's your expectation for the second half of the year? >> yeah, i think the macroeconomic environment is playing out pretty much as we thought at the beginning par
>> you know, it comes down to, for us, the macroeconomic environment. we're such a large player across so many markets. you think about the data center business, the traditional pc market, where we're going with a lot of these ultramobile devices -- tablets and phones and 2-in-1s -- to a large extent intel is going to be impacted by what's happening in the macroeconomic environment. i'm pleased this year things seem to be pretty stable. the u.s. is maybe a little stronger. china is maybe...
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Feb 21, 2013
02/13
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FBC
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cheryl: what's fascinating, in this environment over the last five years in particular, companies have a choice -- be acquired or private equity takes them private. they get away from the public market. do you have aceps we're going to see more -- a sense we're going to see priefty equity deals like dell tired of dealing with public analysts and financial reporters. do you think that's going to happen? >> at rayman james, our coverage business is seeing a lot of pressures on private equity firms to put out money, and, also, to clean up and monetize older portfolio companies. you know, these firms tended to have slow 2008, 2009, and ten periods. that was almost three years lost, not literally, but there was a lot of lost opportunity for obvious reasons, partly because the credit markets were shut down during part of that period, and, so, what's the result? the result is they are under pressure to put money out and there's a lot of pressure to monetize investments they have, and, remember, funds that they had in place in 2009 and 2010 and 2011 are three years old, four years old, or five
cheryl: what's fascinating, in this environment over the last five years in particular, companies have a choice -- be acquired or private equity takes them private. they get away from the public market. do you have aceps we're going to see more -- a sense we're going to see priefty equity deals like dell tired of dealing with public analysts and financial reporters. do you think that's going to happen? >> at rayman james, our coverage business is seeing a lot of pressures on private...
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Jun 20, 2013
06/13
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CNBC
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the environment gets tougher for money managers. does it come back? yeah, i think it does. >> let's bring in steve liesman. he was at the fed news conference yesterday, has been following it all. steve, what do you make of what the traders have to say? are they getting it right? are the markets getting it right? >> can we do a wide shot on the traders? i need to do a survey. this is very important to me. here we go. nice. these guys are so quick in the back room there. quais, raise your hand if you got new information yesterday from bernanke from what you previously thought on the trajectory of fed policy over the next year. >> nobody raises their hand. >> it didn't come from bernanke. it came from the market itself. >> now, guys, could you put up the fed survey chart that i had. the cnbc fed survey. what did bernanke say yesterday? tapering towards the earned of the year, he said ending qe middle of next year, hiking the funds rate sometime thereafter. that's the fed survey and that's what bernanke said. i'm not sure what's going on. i think you want
the environment gets tougher for money managers. does it come back? yeah, i think it does. >> let's bring in steve liesman. he was at the fed news conference yesterday, has been following it all. steve, what do you make of what the traders have to say? are they getting it right? are the markets getting it right? >> can we do a wide shot on the traders? i need to do a survey. this is very important to me. here we go. nice. these guys are so quick in the back room there. quais, raise...
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Jan 24, 2013
01/13
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KPIX
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we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ >> pelley: a new study is finding that smoking is taking a much greater toll on women than it used to. according to research in today's "new england journal of medicine," back in the '60s, women who smoked had three times the risk of dying of lung cancer; now the risk is 25 times higher. one reason: women have been starting to smoke earlier, and they are smoking more. another threat to women is sexual abuse, and, according to the c.d.c., nearly one in five women has been raped. and in more than half of those cases, the rapist was an intimate partner. today, america's ob-gyns put out guidelines to help doctors deal without sexual abuse, and jon lapook is here to talk about that. >> they're talking about other forms of abuse including birth control sabotage. that's where a man interf
we need to protect their environment. we have a strict quarantine system to protect the integrity of the environment. forty years on, it's still a class-a nature reserve. it's our job to look after them. ...it's my job to look after it. ♪ ♪ >> pelley: a new study is finding that smoking is taking a much greater toll on women than it used to. according to research in today's "new england journal of medicine," back in the '60s, women who smoked had three times the risk of...
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Aug 15, 2013
08/13
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FOXNEWSW
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i'm curious now, senator, if republicans couldn't win in a dicey economic environment last time, as one put it, in -- grabbed defeat from the jaws of victory, what could be the differentiator next time when everyone seems to di -- i don't necessarily a i degree -- it's going to be hillary clinton. >> don't think it's a foregone conclusion and i like our chances against hillary clinton and her record and -- as secretary of state or her record in the senate or whatever, than barack obama to be very honest. i don't see a lot of differences between the policies and if you look at what is going on in egypt and russia and around the world, he tenure as secretary of state can be summed up as one word, disastrous, and i'm looking forward to whoever the nominee is pointing out how america was weakened during her time as secretary of state. >> neil: senator, very good having you. you use the truck if you run again? >> chuck and i were in the chuck truck all this weekend, and i look forward to -- it's got 208,000 miles on it now. so finally gotten broken it. >> neil: looks it. >> wait a minute. wa
i'm curious now, senator, if republicans couldn't win in a dicey economic environment last time, as one put it, in -- grabbed defeat from the jaws of victory, what could be the differentiator next time when everyone seems to di -- i don't necessarily a i degree -- it's going to be hillary clinton. >> don't think it's a foregone conclusion and i like our chances against hillary clinton and her record and -- as secretary of state or her record in the senate or whatever, than barack obama to...
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46
Oct 21, 2013
10/13
by
FBC
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[laughter] the global warming could be bad for the environment but good for the portfolio? we look at how you could profit from this trend and bittersweet looking at the soaring cocoa prices from the national chocolate's a and desert show. we will take you to chicago. ♪ at od, whatever business you're in, that's the business we're in with premium service like one of the best on-time delivery records and a low claims ratio, we do whatever it takes to make your business our business. od. helping the world keep promises. sometimes they just drop in. always obvious. cme group can help you navigate risks and capture opportunities. we enable you to reach global markets and drive forward with broader possibilities. cme group: how the world advances. more than a new interior lighting system. ♪ it is more than a hot stone massage. and more than your favorite scent infused into the cabin. it is a completely new era of innovation. and the highest expression of mercedes-benz. introducing the 2014 s-class. the best or nothing. david: if you believe been coble worming there's a lot o
[laughter] the global warming could be bad for the environment but good for the portfolio? we look at how you could profit from this trend and bittersweet looking at the soaring cocoa prices from the national chocolate's a and desert show. we will take you to chicago. ♪ at od, whatever business you're in, that's the business we're in with premium service like one of the best on-time delivery records and a low claims ratio, we do whatever it takes to make your business our business. od....
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140
Jan 16, 2013
01/13
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CNBC
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eye 140
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how are you investing in this environment? >> we think it's important not to be taking too little risk, so certainly making sure that you have adequate exposure, especially to things like the emerging markets where the fundamentals of growth are a lot better than they are in the united states is clearly important, but most of all making sure that you're taking in risk in line with what you can afford to take and not taking too much and not too little but really controlling it throughout the year. >> steve. is it possible that the beige report that we get today is sort of ancient history because things are becoming clearer now as far as the fiscal policy of the united states. we still have the debt crisis coming in a couple of months here to be resolved, but, you know, things do seem to be getting better. we've had some companies say that the housing market is for real right now, for example. >> yeah. i guess there's two different ways to think about it, bill. ancient history or crystal ball telling our future. i mean, when i r
how are you investing in this environment? >> we think it's important not to be taking too little risk, so certainly making sure that you have adequate exposure, especially to things like the emerging markets where the fundamentals of growth are a lot better than they are in the united states is clearly important, but most of all making sure that you're taking in risk in line with what you can afford to take and not taking too much and not too little but really controlling it throughout...
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Jan 14, 2013
01/13
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CNBC
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that's what you have to do particularly in today's environment where there is a fair amount of risk. let me ask you before we get into this dwe bait. how are you managing risk right now? how are you allocating capital? >> we're global managers so we have a broad spectrum where we can go now. we think overseas is advantageous rather than being in the u.s. close to the highs. yet the economy is -- the real economy is trading somewhat off its highs. if you look at europe, for example, where the headlines have been negative. the news flow has been awful. performance has been awful as well. so the market in europe has more reflected the performance of the real economy than it has here in the u.s. the fed qe program, the safe haven of the u.s. has caused money to flow to this part of the world. i think that leaves the u.s. a little pricier and perhaps more of a risk. >> it takes courage to fight the fed, though, right? >> absolutely. but ultimately and jack said it, fundamentals do matter. i think the market will reflect those. >> i heard active management does better in down markets than
that's what you have to do particularly in today's environment where there is a fair amount of risk. let me ask you before we get into this dwe bait. how are you managing risk right now? how are you allocating capital? >> we're global managers so we have a broad spectrum where we can go now. we think overseas is advantageous rather than being in the u.s. close to the highs. yet the economy is -- the real economy is trading somewhat off its highs. if you look at europe, for example, where...
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Feb 21, 2013
02/13
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CNBC
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eye 146
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. >> from what you say today in terms of the environment, u.s. as well as holdings elsewhere outside, the teal in china, et cetera, what does it say about the global economy? >> we see everything for our business. it's continuing to do okay. you know. we have a big operation in japan. we're still doing reasonably okay in japan. china's a great growth opportunity as you saw for us. looking at brazil and other countries like that, and the u.s. market also is a good market so, you know, don't count out the u.s., so we're here. we've got to figure out some of the issues with product which we have. peter hancock has done an excellent job of bringing risk management into the u.s. marketplace so we're pretty comfortable we'll see growth around the world, and the economies so far have not really dramatically affected our business. >> bob benmosche, nice to have you on the program. >> thanks you. >> president and ceo of aing a. >>> up next, bob pisani and up next a u.s. executive calls french executives lazy. how about that. this is real, folks. he's got
. >> from what you say today in terms of the environment, u.s. as well as holdings elsewhere outside, the teal in china, et cetera, what does it say about the global economy? >> we see everything for our business. it's continuing to do okay. you know. we have a big operation in japan. we're still doing reasonably okay in japan. china's a great growth opportunity as you saw for us. looking at brazil and other countries like that, and the u.s. market also is a good market so, you...
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Sep 12, 2013
09/13
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>> i think you need to look at the global macro environment and pick your spots carefully. look at middle east. oil is going up. if you believe the middle east will remain unsteady, oil is a good place to be. looking at global economic growth that is improving in china and united states. so that is, where is a good place to be. i would put agribusiness in that position. another good spot particularly is, reits. reits had as nice run-up and had a big pullback over last couple months. lock in on a nice dividend yield. you get it, too involved with the drawdown that they already experienced. david: lincoln, interestingly you both are talking about putting money in commodities. you just have the fed pull back, stop creating as much phony money as it has been creating. that might strengthen the dollar. that might in fact bring down some of the prices of commodities, no? >> absolutely. david: hold on a second. lincoln, go ahead. >> relative value, what you uncovered david, is absolutely right. it is reflective in both comments. a big game of relative value. eerily reminds me of c
>> i think you need to look at the global macro environment and pick your spots carefully. look at middle east. oil is going up. if you believe the middle east will remain unsteady, oil is a good place to be. looking at global economic growth that is improving in china and united states. so that is, where is a good place to be. i would put agribusiness in that position. another good spot particularly is, reits. reits had as nice run-up and had a big pullback over last couple months. lock...
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Feb 18, 2013
02/13
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actually in this environment. talk to people about this all the time and try to help them understand what's going on here in washington. really our manufactured crises in a lot of ways but some of them are just structural to our system so, you know, the president talks a lot about republicans bringing things to the brink with things like the debt ceiling, which i've been very vocal about republicans should not try to have that fight on the debt ceiling. but we have a budgeting problem in washington where, you know, the senate can essentially just walk away from the game of doing a budget in washington. that's never happened before. and now it's happened three years in a row. so the only way this system can budget is to do it on these crisis points. >> we have a budget problem, michael. and president squarely addressed the middle class this week. did you find it effective? how much time does a second-term president really have to implement a domestic agenda? >> i think about six to eight months because what happens
actually in this environment. talk to people about this all the time and try to help them understand what's going on here in washington. really our manufactured crises in a lot of ways but some of them are just structural to our system so, you know, the president talks a lot about republicans bringing things to the brink with things like the debt ceiling, which i've been very vocal about republicans should not try to have that fight on the debt ceiling. but we have a budgeting problem in...
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May 11, 2013
05/13
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so you might as well own share of growing profits to get a total return in this type of environment. all of those conditions remain in place. >> do you believe we're in the middle of a long term secular market or in the early begins of one? >> we have been in one for sometime and the answer to that question depends on the news going forward. the risks that we have to watch are that there is tremendous speculation that has crept into the u.s. credit markets because of the fed's easy money policy there, chasing people to take risks that may or may not end up being prudent. the same thing is going on in europe. and also, the geo political situation in the middle east poses risks. so what i would say is that if none of the triggers are pulled, a credit event in the united states or europe. we will end up with stocks ultimately beingover valued and that would be the end of the bull market. >> what's going through some of your stock picks that you think will do well in this environment. had a nice run so far this year. $85 today. how much higher do you think you can go? >> you want to stay
so you might as well own share of growing profits to get a total return in this type of environment. all of those conditions remain in place. >> do you believe we're in the middle of a long term secular market or in the early begins of one? >> we have been in one for sometime and the answer to that question depends on the news going forward. the risks that we have to watch are that there is tremendous speculation that has crept into the u.s. credit markets because of the fed's easy...
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Jan 22, 2013
01/13
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you look at this low interest rate environment, he's honing the prices. that's why they'll do better in the future. >> on to verizon, fourth quarter loss, missed expectations, seeing strong subscriber growth, but impact from super storm sandy and pension costs hurting that phone carrier. herb greenberg was on the earnings call this morning and pointed out that as we get more and more platforms in the mix there will be competition, subsidy reduction as there was in the basic phone history in the ecosystem. that sounds not so hot there, jeff. what do you think of verizon. >> verizon has spent a lot of their network, the fios network. so verizon, short-term you will havae agn opportunity to buy ha here. verizon are moving forward. they're diversified. it would be nice to see stated and local governments address the pension plans the way they did. >> absolutely. we'll check in with you later. >>> it's a big week for the defense industry as well, lockheed martin and northrup grumman report this week. jane is here for a preview. >> reporter: across the board fo
you look at this low interest rate environment, he's honing the prices. that's why they'll do better in the future. >> on to verizon, fourth quarter loss, missed expectations, seeing strong subscriber growth, but impact from super storm sandy and pension costs hurting that phone carrier. herb greenberg was on the earnings call this morning and pointed out that as we get more and more platforms in the mix there will be competition, subsidy reduction as there was in the basic phone history...
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May 16, 2013
05/13
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CNBC
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i also think shorter term, while we are in a normal environment, we'd be ready for a pullback here. this is kind of a mel brooks market. you've got all this liquidity coming in from the fed and the bank of japan. makes it harder for a pullback to be sustained. the other thing that's happening, six months ago, we were looking at trillion-dollar deficits as far as the eye can see. we're now looking at the cbo revising down deficit estimates very aggressively, the combination of the sequester, the fiscal cliff tax hikes. we're looking at 2% in less than two years. it's one of the reasons why the market is saying, we're now able to wean ourselves off this debt-dependent growth without a recession. that's critical. >> we haven't even mentioned the energy dividend that's awaiting us in the next five years. you know, the fact that the united states is going to be a big energy independent within five years, the fact that we're going to be accounting for 50% of the oil production in the world, how could you discount that? i just don't see it. >> i see everyone nodding. everyone loves the ene
i also think shorter term, while we are in a normal environment, we'd be ready for a pullback here. this is kind of a mel brooks market. you've got all this liquidity coming in from the fed and the bank of japan. makes it harder for a pullback to be sustained. the other thing that's happening, six months ago, we were looking at trillion-dollar deficits as far as the eye can see. we're now looking at the cbo revising down deficit estimates very aggressively, the combination of the sequester, the...
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Jun 14, 2013
06/13
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CNBC
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>> in terms of the refinancing environment? >> yeah. >> i do think we'll see a lot of that activity go away. it's been a key cash cow for banks. >> a gradual kind of. >> no, i think will be gradual. >> would you reach a point where everybody has refinanced and there's no more to come. >> i think people will always be cycling into periods where they want to refinance, but the question is are the economics attractive. >> now that rates are going up. >> was this a two-week blip, or is this a slide that's going to continue? i know a lot of people are watching. >> what are you watching next week in. >> i'm looking at london because next week and the week after is the big auction season we had. in new york we had had it a few months ago. the summer auction season. a monet will sell for around $40 million. we'll see whether the wealthy, given all this market volatility, still have a taste for collectibles and whether the asset prices, not just stocks but lots of assets have gone up, whether arts and collectibles are still up. >> it ha
>> in terms of the refinancing environment? >> yeah. >> i do think we'll see a lot of that activity go away. it's been a key cash cow for banks. >> a gradual kind of. >> no, i think will be gradual. >> would you reach a point where everybody has refinanced and there's no more to come. >> i think people will always be cycling into periods where they want to refinance, but the question is are the economics attractive. >> now that rates are going up....
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Jan 21, 2013
01/13
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FBC
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adjusted yields and pushes these securities at about 10 to 15 points of discount some in a stable housing environment you will still be able to, participate in the price appreciation of these mortgages. cheryl: these mortgages, if you're saying these are older mortgages, as those mortgages are paid off, then wouldn't you need to start to seek out that newer mortgage market which, you could say is risky if it is not agency debt? or could you say with the credit tightness of banks that it's a good bet? do you see what i'm saying here? >> that's correct. and a lot of these, so-called legacy securities, if you think about the market. this is approximately a trillion dollar mortgage market. so there is still a lot of these legacy securities or legacy loans out there the in market. at the same time, all the newly originated mortgages, which are mortgages originated over last couple years are better quality borrowers because banks stepped away from lending. right now we're focused on legacy securities, again 2006 and prior. there is lot of those loans out there still. but as, we continue to evolve, the newl
adjusted yields and pushes these securities at about 10 to 15 points of discount some in a stable housing environment you will still be able to, participate in the price appreciation of these mortgages. cheryl: these mortgages, if you're saying these are older mortgages, as those mortgages are paid off, then wouldn't you need to start to seek out that newer mortgage market which, you could say is risky if it is not agency debt? or could you say with the credit tightness of banks that it's a...
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Oct 8, 2013
10/13
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your hopes for the sfwhis we're in a challenged economy, albeit getting better, still a challenging environment, a steinway is a major investment for people but they tend to keep it in the family for a long period of time. so as you look out over the next five to ten years for steinway, what are your hopes? your goals? >> you're right, sue. a steinway piano does last for a long time d holds its value and a key part of the steinway for many years. but there are large parts of the world that have not really had access to steinway yet. we are expanding our business quickly in china, brazil, russia, and other developing countries. giving people in those communities that are creating new wealth access to the highest levels of our culture and that's a big part of our mission. >> will that be, do you think, ultimately the lion's share of your revenue stream from emerged markets but perhaps outside of the united states? >> well, the american market is still our largest market by far and western europe is very strongly in second place. but, of course, the asian markets and the other developing countries
your hopes for the sfwhis we're in a challenged economy, albeit getting better, still a challenging environment, a steinway is a major investment for people but they tend to keep it in the family for a long period of time. so as you look out over the next five to ten years for steinway, what are your hopes? your goals? >> you're right, sue. a steinway piano does last for a long time d holds its value and a key part of the steinway for many years. but there are large parts of the world...
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Jul 16, 2013
07/13
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investment banking revenues were high because it was a good environment for underwriting. that seems like it can continue. >> invest bafrking killed it. it was a home run. a lot of their comps are versus second quarter of 2012. that was the quarterer that greece threatened to leave the eurozone. it was the easiest comp in the world. that's why these numbers look good. >> people are going to think you're a huge bull on financials. that is not the case? >> goldman itself is up 60%. a lot of these banks are getting 50% above. >> they're growing like crazy. >> five year cds on the big banks, the xlf is through the highs but the five years on the big banks is wider than it was on may 22nd when this rally started. >> the cost of insuring is higher -- >> big guys are buying -- i think portugal, risk in spain -- >> negative on financials? >> for the next month definitely. >> you would tell clients what is this. >> to sell the financials right here. be careful of the financials the next 30 days. >> larry, good to see you. thank you. still ahead how will the pain at the pump affect
investment banking revenues were high because it was a good environment for underwriting. that seems like it can continue. >> invest bafrking killed it. it was a home run. a lot of their comps are versus second quarter of 2012. that was the quarterer that greece threatened to leave the eurozone. it was the easiest comp in the world. that's why these numbers look good. >> people are going to think you're a huge bull on financials. that is not the case? >> goldman itself is up...
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Oct 25, 2013
10/13
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FBC
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multiply that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. lou: bring you up-to-date on pharmaceutical boost the fda calling for tighter restrictions on some of the most commonly prescribed painkillers that contained hydro koto such as i like it did an autopsy conte these new rules are to be approved later this year with a limited hebert of refills without a follow-up this federal data shows overdose death from prescription painkillers have quadruples since 1989, more than 16,000 deaths in 2010 the most recent data available. our next guest knows about painkillers croswell as the pain inflicted on the health care system doctors in ditchers wreaking havoc potentially creating a national shortage of 90,000 doctors and 800,000 nurses by the end of this decade. joining is now ceo of vital springs technologies. dr. marc siegel from the fox news medical team and also the gentleman good to have you here. where in the world are we going with this system? settle here doctors discussing the de
multiply that across over a thousand locations, and they'll provide the same benefit to the environment as over 60,000 trees. that's a trend we can all get behind. lou: bring you up-to-date on pharmaceutical boost the fda calling for tighter restrictions on some of the most commonly prescribed painkillers that contained hydro koto such as i like it did an autopsy conte these new rules are to be approved later this year with a limited hebert of refills without a follow-up this federal data shows...
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Feb 19, 2013
02/13
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we've got a cheap credit rate environment, as we said, so you want to be able to put cash to work and to be affect the buyouts. what i will say is be cautious though. some of the ones that look good on paper may have a really high concentration of inside ownership, and unless those people are on board with the deal, that could be an impediment. >> rick santelli, what's on your radar today? a lot of economic data coming up. not much in the way of supply though from the government. >> no, but tomorrow is a big day. we have inflation, ppi. we have housing starts and permits. the minutes to the 29th and 30th fed meeting. if you look at intraday charts of 10s and 30s, pretty much taking a hammock kind ofs. >> reporter: until -- kind of s and you can clearly say we moved up a bit. we're hovering in the 10s and 30s with new high closes going back to april. still not there yet. i know you said it was the best start since 1967. in 1967, bill, the dow went from about 780 to 900, and they did all that when interest rates started out the year around 4.5, ending up very close to 6%. boy, hey, caro
we've got a cheap credit rate environment, as we said, so you want to be able to put cash to work and to be affect the buyouts. what i will say is be cautious though. some of the ones that look good on paper may have a really high concentration of inside ownership, and unless those people are on board with the deal, that could be an impediment. >> rick santelli, what's on your radar today? a lot of economic data coming up. not much in the way of supply though from the government. >>...
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you can figure it will make it a lot tougher for the environment list perspective to stop. melissa: so what do you think happens from here? there has been a report before. >> this could easily get caught up in sequester policy. if there's any kind of movement on the negotiation and sequester, one of the things is okay, i will give you keystone excel pipeline in exchange for some other things, so it could become a bargaining chip in the other white house discussions. melissa: who do you think he means? they want to pipeline, the job, companies wanted, people who need energy want it. the only people fighting against it are environmentalists who don't even have the state department document. >> the conference was disrupted by a protester, i know that for the limitless vistas like the line in the sand, this is their biggest issue. they fill in a second term the obama administration is going to give them more of what they want and this is quite frankly the number one issue. it is not cap-and-trade, not a carbon tax, this is their biggest issue. they're looking at the obama admin
you can figure it will make it a lot tougher for the environment list perspective to stop. melissa: so what do you think happens from here? there has been a report before. >> this could easily get caught up in sequester policy. if there's any kind of movement on the negotiation and sequester, one of the things is okay, i will give you keystone excel pipeline in exchange for some other things, so it could become a bargaining chip in the other white house discussions. melissa: who do you...
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Aug 19, 2013
08/13
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now people are forcing them to take care of the environment, it should raise costs is that something to be concerned about. >> it is. they have the mother of all environmental degradation and pollution problems. they tell us they're focused on it. i hear that every time i go there and i can't breathe when i go outside. you know they have to deal with it. this is a major source of civil protest, potential risk to social stability and it's not costless. they're leading the world though in terms of ramping up in alternative energies and i'm hopeful that they will begin to address this and the structural trance makes of their economy, moving from manufacturing to services where the carbon footprint is a sliver will be helpful in dealing with that problem. >> steven, thank you very much. quick story about steven. in 2005 do you remember this on my previous network we were talking about the housing market -- >> yeah. you were the last guy to refinance. >> no. we were talking about me buying a home. he said what kind of loan did you take out. i said a 30 year fixed rate. you looked right at
now people are forcing them to take care of the environment, it should raise costs is that something to be concerned about. >> it is. they have the mother of all environmental degradation and pollution problems. they tell us they're focused on it. i hear that every time i go there and i can't breathe when i go outside. you know they have to deal with it. this is a major source of civil protest, potential risk to social stability and it's not costless. they're leading the world though in...
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May 1, 2013
05/13
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CNBC
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we're not looking at armageddon but an increasingly risky environment. >> we often have lively debates. on one side it's the corporate fundamentals. and the other side it's a fed led rally. which can't be love. do you think is because of the fed and the stimulus. certainly prices have been elevated by check buying and by $85 billion a month. but the real economy and corporate profits have been increased as well because of the cost of interest. we would estimate . >> that depends on euro land and how quickly they come out. >> i'm tired and grumpy. so i'm going to be negative here. >> worse case would be 0-1%. >> you are tired, grumpy, and have every right to be. ♪ ♪ [ engine revs ] ♪ by going low. tdd# 1-800-345-2550 like offering schwab etfs tdd# 1-800-345-2550 with the lowest operating expenses tdd# 1-800-345-2550 in their respective lipper categories -- tdd# 1-800-345-2550 lower than ishares tdd# 1-800-345-2550 and vanguard. tdd# 1-800-345-2550 and with all our etfs commission-free tdd# 1-800-345-2550 when traded online in a schwab account, tdd# 1-800-345-2550 it leaves our inv
we're not looking at armageddon but an increasingly risky environment. >> we often have lively debates. on one side it's the corporate fundamentals. and the other side it's a fed led rally. which can't be love. do you think is because of the fed and the stimulus. certainly prices have been elevated by check buying and by $85 billion a month. but the real economy and corporate profits have been increased as well because of the cost of interest. we would estimate . >> that depends on...
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Jul 17, 2013
07/13
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so i would agree by year end it would be a much healthier environment. i would expect them to start tapering. i think the economy will be so strong at that point for them to take that action, it will mute the impacts and it will be a nice, soft landing. >> richard davis, chairman and ceo of u.s. bancorp. we appreciate your time, sir. thank you for joining us again. >> thank you, bill. nice to talk to both of you. >> see you later. >>> when ben bernanke speaks, it not only listens but moves big. but not today. >> yeah, not today. why? with us is beth ann from stand & poors and greg from the economist and our own steve liesman. steve, why not get some background for the sake of the viewers first of all. you know, it's kind of interesting, because i don't know about you, but i was thinking why is he not mentioning tapering? is this a big backtracking, or has someone said to him, don't say the "t" word? >> no, he didn't say it. but i feel like he left the impression in place that the general drift of fed policy assuming a third quarter rebound from the secon
so i would agree by year end it would be a much healthier environment. i would expect them to start tapering. i think the economy will be so strong at that point for them to take that action, it will mute the impacts and it will be a nice, soft landing. >> richard davis, chairman and ceo of u.s. bancorp. we appreciate your time, sir. thank you for joining us again. >> thank you, bill. nice to talk to both of you. >> see you later. >>> when ben bernanke speaks, it not...
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create an environment for creating jobs. have the confidence in the economy the united states to, businesses and let them do what they do best. not the federal government. people are overtaxed, tired of business as usual. the government has let individuals do their jobs and if not we will have more of 17 trend dollars national debt. certain sectors doinn okay, but in general everything is flat and we're in trouble. the fed is slowing down printing along this path. >> the federal government might cut back on spending and not raise taxes, it is still a burden on the business owner and the consumer. >> i'm not for tax increase of any kind. this huge growing national security state is a waste of money. we need to invest in our country. we need a government to play a role incentivizing business and at the same time where is the capital, and from? government needs to step forward. we need a change of monetary policy where without increasing taxes or without increasing our debt we can rebuild the infrastructure. i have talked about
create an environment for creating jobs. have the confidence in the economy the united states to, businesses and let them do what they do best. not the federal government. people are overtaxed, tired of business as usual. the government has let individuals do their jobs and if not we will have more of 17 trend dollars national debt. certain sectors doinn okay, but in general everything is flat and we're in trouble. the fed is slowing down printing along this path. >> the federal...
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Mar 12, 2013
03/13
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KICU
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concept of culture and travel and education all together for teenagers in a very structured and safe environment, and that is what we have been doing. > nikki, i want to ask you, a lot of parents would think, "hey, this is just a lot of fun. i am not going to send them over there to party." did this change you? did this have a strong impact on you? > > it definitely had a strong impact on me. to start, i have lifelong friends from the trip i went to in barcelona. i also took community service classes, business classes, and i was a part of community service and i got to work with kids from barcelona myself. and also the language component, of course. > you were speaking spanish. even though they don't speak it there, they still use it as their second language. so, did you want to do this for the fun, or was the purpose the whole way through just to add credits to your academic studies, but also to learn some things? > > definitely both. being a high school student, i am in a bubble at home. going to a different culture was a really big wake-up call that all these things are taking place and kids
concept of culture and travel and education all together for teenagers in a very structured and safe environment, and that is what we have been doing. > nikki, i want to ask you, a lot of parents would think, "hey, this is just a lot of fun. i am not going to send them over there to party." did this change you? did this have a strong impact on you? > > it definitely had a strong impact on me. to start, i have lifelong friends from the trip i went to in barcelona. i also took...
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Feb 16, 2013
02/13
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FBC
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it is a reflection of the environment. neil: what about this environment. we were talking with our guests about the deals coming out on wall street, or because of what is happening in washington. how much of what you do at whole foods is driven by the noise in washington. what do you know that a lot of folks have taxes are going up. how much of that drives what you do? >> well, it's hard to read all that. it is how you correlated exactly. it is mostly a customer and consumer confidence. the growth is terrific and on track, we are accelerating our square footage growth, eight or 9% to 2014 and 2015 and we are proving our return to shareholders. neil: so as bob pointed out earlier, slow recovery? >> it is improving? >> yes, that is my view. i do think you will see slow growth in 2013, but there is promise and hopefully resolution of questions out of washington that you are referring to. neil: do you think there will be? >> yes. neil: is very good to see you, thank you so much for your insights. well, consider smaller government, we are getting ready for much
it is a reflection of the environment. neil: what about this environment. we were talking with our guests about the deals coming out on wall street, or because of what is happening in washington. how much of what you do at whole foods is driven by the noise in washington. what do you know that a lot of folks have taxes are going up. how much of that drives what you do? >> well, it's hard to read all that. it is how you correlated exactly. it is mostly a customer and consumer confidence....
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Aug 19, 2013
08/13
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FBC
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the third -- it's a sinkers room environment. that causes people to step over the line unfortunately. many more cases of people stepping of the line then there even were at the galion group. in jail for ten years. i count three or four people associated that have been indicted or cooperating. baron least ten people over sac capital. we will tell you this, that environment created a lot of great traders. melissa: one of the things they said was he hired people, part of the case about him looking the other way and not being a good manager. hire people who had questions about them at their previous job. melissa: if they hire someone from that firm, are you then opening yourself up later? >> there was one guy that was involved. he was recently indicted, cooperating with the government. you know, i don't think that the street, they're looking at some of the fund managers. and they're basically 55 there being receptive. the interesting thing is to would be crazy enough to keep the money in there now? melissa: the last word in before we
the third -- it's a sinkers room environment. that causes people to step over the line unfortunately. many more cases of people stepping of the line then there even were at the galion group. in jail for ten years. i count three or four people associated that have been indicted or cooperating. baron least ten people over sac capital. we will tell you this, that environment created a lot of great traders. melissa: one of the things they said was he hired people, part of the case about him looking...
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Dec 11, 2013
12/13
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BLOOMBERG
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. >> this is really all about modernizing the technology of our environment. our industry is constantly moving from one way of doing things to a new way of doing things. it could be modernizing the theication, moving off mainframe, or helping a customer embrace the cloud. dell has done thousands of mainframe migrations, with hundreds of millions of lines of code. the folks who call to help you get off of that. is here.l dell cofounder of dell, a company that helped revolutionize personal computers. in 1988 he was 23 years old. he announced that he is taking his corporation private. it is the largest company in history to do that. called the nastiest tech takeover in history. i am pleased to have michael dell back at this table. >> thank you. >> here you are 23, use old computers. people can order the kind of computer they wanted. you would take the computer apart and you knew what was inside. you ordered the parts and you put it together. it made you a billionaire. in 2007, was it that you walked away from it? >> 2005, i became chairman. -- , >> you walked awa
. >> this is really all about modernizing the technology of our environment. our industry is constantly moving from one way of doing things to a new way of doing things. it could be modernizing the theication, moving off mainframe, or helping a customer embrace the cloud. dell has done thousands of mainframe migrations, with hundreds of millions of lines of code. the folks who call to help you get off of that. is here.l dell cofounder of dell, a company that helped revolutionize personal...
81
81
Aug 7, 2013
08/13
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KICU
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as yields have spiked this year, we are in a positive real rate environment. should we reenter an environment of negative real rates, where inflation is higher than interest rates, then gold probably will surprise to the upside, and i think it's also important to realize gold is very much dependent upon india. india is the largest marginal buyer of gold imports. if india is going to keep on trying to prevent gold from coming into the country, that's going to put somewhat of a ceiling as far as how high any gold rebound might be. - what about emerging markets? which are most likely to show strength going forward? - broadly speaking, emerging markets have been horrible performers on a year-to-date basis, underperforming the s&p by the most since 1998, something i talk about quite a lot in my writings. now, i think you really want to look mainly at "brics" within the emerging market space - brazil, russia, india, and china. one it's a contrarian trade, and two, under this notion that if you believe that the developed markets are correct about the future, that the
as yields have spiked this year, we are in a positive real rate environment. should we reenter an environment of negative real rates, where inflation is higher than interest rates, then gold probably will surprise to the upside, and i think it's also important to realize gold is very much dependent upon india. india is the largest marginal buyer of gold imports. if india is going to keep on trying to prevent gold from coming into the country, that's going to put somewhat of a ceiling as far as...
59
59
Jun 17, 2013
06/13
by
FBC
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while the restaurant business is very competitive, they are continuing to grow in this environment. we have the second highest birthrate since last year and we -lways hoped to do one better than that. melissa: i'm sure that's right, given the climate and everything that employers are facing. wal-mart recently said that they are only hiring temporary workers at many of their u.s. stores for a number of reasons. honestly they want to be more flexible in the have to deal with benefits. we think of their decision and how does that compare with what you are doing? >> i really can't speak for them. in our industry, we will continue to rely on part of our workforce being full-time employees. whether it's our management staff or cease hourly employees it is the nature of this historically that it is full and part-time employees. melissa: so of those, what percentage of those would you say are part-time? >> we have a typical restaurant that has 55 or 75%. that is not much different a typical firehouse restaurant have 19 employees and about $18,000 per year will be full-time and the balance w
while the restaurant business is very competitive, they are continuing to grow in this environment. we have the second highest birthrate since last year and we -lways hoped to do one better than that. melissa: i'm sure that's right, given the climate and everything that employers are facing. wal-mart recently said that they are only hiring temporary workers at many of their u.s. stores for a number of reasons. honestly they want to be more flexible in the have to deal with benefits. we think of...
78
78
Sep 12, 2013
09/13
by
FBC
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market is full of it, but welcome up to the fact at that we might be actually in a disinflationary environment or even inflationary. anded fed is worried about that and disinflationary. stuart: the bell is ringing, we're about to start the trading session this thursday morning. remember, please, the dow has gone up what, 400 odd points in the last three trading sessions and we're opening just a little higher today. look at the level. 15,327. got to get to apple. most people yawned when apple unveiled two new iphones and the stock sold off big time. now, billionaire carl icahn says he's going to go bargain hunting, has that moved the stock higher at all, nicole? >> a big move, .2%, .1%. it's interesting, we'll see what ensues from this, but the question is why apple didn't announce something pertaining to china mobile. that's what everybody was really waiting for and the other thing that the analysts are saying, why so many of them have now cut apple, they think that the cheaper model is not cheap enough to gain traction. stuart: i'm surprised, a guy with icahn's money says it's a bargain, i'm
market is full of it, but welcome up to the fact at that we might be actually in a disinflationary environment or even inflationary. anded fed is worried about that and disinflationary. stuart: the bell is ringing, we're about to start the trading session this thursday morning. remember, please, the dow has gone up what, 400 odd points in the last three trading sessions and we're opening just a little higher today. look at the level. 15,327. got to get to apple. most people yawned when apple...